Jeremy Pugliese, Financial Advisor

Jeremy Pugliese, Financial Advisor Helping Business Owners Navigate Challenges and Opportunities | Business Founder | Community Volunteer I joined the firm in 2015.

I am a Financial Advisor with Planning Alliance, where I assist business owners in designing and implementing optimal financial plans. My areas of experience include business continuity planning, partnership negotiations, business exit planning, and employee retention plans. My team and I are dedicated to ensuring our clients experience the highest level of service, built on a foundation of integr

ity, security, and follow-through. I started my first business at 19 while managing and operating my family’s plumbing supply company. During that time, I learned first-hand the trials and tribulations that business owners face every day. Before pivoting to a career in finance, I founded and sold four additional companies. As an industry thought leader, I have published articles on business planning and income protection. I have appeared on the Why We Plan podcast to discuss exit planning approaches, and I have been a BEI conference speaker on exit planning. I hold the following designations: Wealth Management Certified Professional (WMCP®) and Retirement Income Certified Professional (RICP®) from The American College of Financial Services, as well as Certified Exit Planner (CExP®) from the Business Enterprise Institute (BEI). Outside of work, my wife Ginny and I enjoy hiking and are active volunteers with the R.Y.A.N. Foundation, a non-profit based in our hometown that develops youth programs to create awareness about the disease of addiction.

06/12/2026

The first real conversation I have with a business owner client isn't about numbers. It's about what they're building toward - passive ownership options, key employee retention, building a management team.

None of this happens overnight. But the owners who start thinking about it early are the ones who get to leave on their own terms.

That’s the focus of this clip. Business owners, what are some questions you’d like to ask in an initial conversation?

This past Friday was a perfect day for golf and for supporting a wonderful cause. I was proud to sponsor, alongside New ...
06/08/2026

This past Friday was a perfect day for golf and for supporting a wonderful cause. I was proud to sponsor, alongside New York Injury Law, the 44th annual Michael B. Finnegan Golf Classic at the Wiltwyck Golf Club in Kingston, NY. In 2001, the Golf Classic was renamed for Michael, a beloved member of the community, who tragically perished on 9/11.

Special thanks to John A. DeGasperis - Personal Injury Attorney and Keith Clarke, Esq. for joining me in sponsoring the event.

06/05/2026

I had a great conversation with Paul Sanneman of Contractor Staffing Source earlier this week. I'm excited to share that I'll be a guest on his podcast Business Success Tips with a July 1st recording date.

Thanks Paul for welcoming me on the podcast! 🎙️

06/02/2026

“When were you at your happiest?” This is a question I love to ask clients.

It offers insight into what they could look forward to after the exit, which is an important part of the planning process.

There are so many important questions that owners of family businesses should ask themselves during the exit planning pr...
05/29/2026

There are so many important questions that owners of family businesses should ask themselves during the exit planning process. Perhaps none is more important than the following: Can my children run the business?

Not every founder's child was destined to be the CEO. And that's OK. While this can be an uncomfortable truth to face for business owners, positioning your succession for success means putting the best leader in charge, whether that's family or not.

Building a business takes a lifetime. Protecting it takes a plan.

05/27/2026

May is Disability Insurance Awareness Month, a time when you see a lot of scary statistics from financial professionals about why disability insurance is worth adding to your portfolio. And while those stats are compelling and very real, they aren't necessarily relatable. When I discuss income protection with my clients and potential clients, I steer clear of statistics and share my family's story, the why behind my decision to pursue this career:

Growing up, my dad ran a plumbing supply company and used to say, "If I break my leg… we are homeless." He wasn't wrong.

When I was 21, he got sick. Suddenly I was running the business solo. 16-hour days, 2 AM starts, visiting him at night just to get checks signed. In 5 months, we burned through $85,000 of his retirement savings.

All of it could have been prevented by dedicating just 1% of business revenue to disability insurance.

That experience is my "Why" and it's why I'm passionate about making sure my clients are protected before life forces their hand.

Want to learn how disability insurance can protect your income? Let's talk.

I've thought about this USS Midway tour so often over the last year, perhaps never more so than today. Let's take a mome...
05/25/2026

I've thought about this USS Midway tour so often over the last year, perhaps never more so than today. Let's take a moment to remember the servicemembers who have given their lives for our country.

Recently, I shared an infographic listing 6 considerations for a family business exit. DM me or comment in this post if ...
05/21/2026

Recently, I shared an infographic listing 6 considerations for a family business exit. DM me or comment in this post if you would like to see it.

Over the next few weeks, I'm going to revisit this infographic in bite-sized chunks. No better time like the present to start.

Can your company run without you? Many business owners believe they can until they are confronted with the reality.

A successful family business exit starts long before the transition happens. The business needs to operate seamlessly without your daily involvement: sales, finance, key relationships, and everyday decisions.

But here's what often gets overlooked:

What happens if you're forced out unexpectedly by illness or injury?

This poses a critical succession problem.

Disability income protection is one of the most underused tools in a business owner's exit strategy. It ensures that if you can't be there, your income and transition timeline can remain sustainable.

Building a business that can run without you is step one. Protecting your ability to execute the exit on your terms is of equal importance.

05/18/2026

Client service doesn’t end with the policy placement or AUM transaction. It goes well beyond that for me and my team. This is another reason why having a niche is so important, one that you can relate to on a personal level.

Having a background in trades-focused business has made it easier for me to build trust with my clients because they know I get them. The authenticity is real.

Do I have clients who aren’t in trades? Yes.

Am I able to recognize when a client in another industry would be better suited to another advisor? Yes, and I value that in myself and respect that as part of the competitive process.

If you are the business owner of a trades-based business or know someone who is, I'd welcome a conversation.

05/12/2026

Business owners, disability is far more likely to disrupt your business than death is.

Buy-sell agreements are commonly drafted with what happens when an owner dies in mind. This leaves a significant cap with respect to long-term disability.

Disability Buy-Out Insurance can bridge that gap. It’s an advanced planning strategy that takes more than one conversation but here’s the CliffsNotes version:

- If you're disabled for an extended period (typically 18–24 months), your buy-sell agreement can be triggered

- The insurance policy funds the buyout, which serves to ensure your partner isn't left scrambling for cash

- It helps facilitate a fair and straightforward exit path

Your company is your net worth. This is another way to protect it. When was the last time you reviewed your buy-sell agreement?

Address

Planning Alliance, 50 Tice Boulevard, Suite 280
Woodcliff Lake, NJ
07677

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